Filed January 16, 2018
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,260 | $48,078-26.7% | $78,676-55.2% | $62,881-43.9% |
| Participation rate | 76.0% | 65.2%+10.8pp | 73.6%+2.4pp | 69.3%+6.7pp |
| Annual return | 7.93% | 31.36%-23.4pp | 62.19%-54.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,143 | $2,015-43.2% | $2,850-59.9% | $2,281-49.9% |
| Participant deferral / active EE | $4,767 | $2,587+84.3% | $3,517+35.6% | $3,203+48.8% |
| Admin fee / account holder | $8,233 | $3,206+156.8% | $4,510+82.6% | $4,296+91.7% |